The Estates & Trusts team at Cox & Palmer is here to help you prepare your will. These are important steps to take now for peace of mind later.read more
Estate Planning Preparation – Checklist
“Everything to each other, and if we both go, to the kids”. Sound familiar? Estate planning is actually far more complicated than this.
When preparing for your estate planning meeting with Cox & Palmer there are a number of things to consider. The checklist below will serve as a helpful tool.